See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,785 | $115,770-53.5% | $101,248-46.9% | $158,922-66.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.30% | 56.14%-42.8pp | 46.47%-33.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,200 | $4,175-71.3% | $3,660-67.2% | $4,761-74.8% |
| Participant deferral / active EE | $9,750 | $4,957+96.7% | $4,370+123.1% | $5,982+63.0% |
| Admin fee / account holder | $127 | $7,245-98.2% | $5,945-97.9% | $11,246-98.9% |